John Hussman, whose funds had strong long-term track records before getting hit hard the past few years, says those who contend stocks are cheap are way off base. “I can’t…
Category: Historical Lessons
Fisher on Why Today Is Like the Early '90s
Kenneth Fisher says the market and economic environment right now are reminding him of the early 1990s, and says it’s a good time to buy stocks — selectively. “Let me…
History Indicates Market Hasn't Peaked, Says Hulbert
MarketWatch’s Mark Hulbert says that, if history is a guide, we’re not yet near the top of the stock market’s run. Citing a study from Ned Davis research, Hulbert says…
O'Shaughnessy Talks Stock Market Cycles
Quantitative strategy guru James O’Shaughnessy says history indicates that the rest of this decade should at least be a decent one for stocks, and that the 20 years after that…
Love Him Or Hate Him, Keynes Could Pick Stocks
John Maynard Keynes’ economic principles have been the subject of intense debate over the past few years. But in a recent column for The Wall Street Journal, Jason Zweig notes…
High-Quality -- Not Value -- Key To Buffett's Success
Warren Buffett is known as a value investor, but a recently released research paper has found that most of Buffett’s success over the long term is due not to value…
Berkowitz's Checklist and Lessons
After struggling in 2011, Morningstar Fund Manager of the Decade Bruce Berkowitz is rebounding strong in 2012, with his Fairholme fund in the top 1% of funds in its category…
Valuation Expert Says Market Only "Slightly Expensive"
An expert on stock valuation who warned about the late-1990s Internet bubble says that stocks aren’t near bubble territory today. Stocks are only “slightly expensive relative to their long-term average,” John Campbell,…
Lee and Rosenberg Square off on Stocks
Thomas Lee, chief U.S. equity strategist at JPMorgan Chase, and David Rosenberg, chief economist and strategist at Gluskin Sheff & Associates, went head-to-head recently on Bloomberg in discussing their differing…
Goldman: Equities Cheapest vs. Bonds in a Generation
In a new report, Goldman Sachs says that stocks are as attractive compared to bonds as they’ve been at any time in the last generation, and that investors would be…